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Meals on Wheels of Fullerton

 223 W Amerige Avenue
 Fullerton, CA 92832
[P] (714) 871-2200
[F] --
MOWFullerton.Org
[email protected]
Sandra White
FOUNDED: 1974
INCORPORATED: 1991
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0472661 00000

Summary


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Mission StatementMORE »

Meals on Wheels of Fullerton, Inc. provides meals to Fullerton residents who are homebound and physically unable to shop for groceries or prepare their own meals enabling them to maintain their independence while remaining in their own homes.
 

Mission Statement

Meals on Wheels of Fullerton, Inc. provides meals to Fullerton residents who are homebound and physically unable to shop for groceries or prepare their own meals enabling them to maintain their independence while remaining in their own homes.
 

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $148,498.00
Projected Revenue $148,498.00

ProgramsMORE »

  • Meals on Wheels of Fullerton, Inc.

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Meals on Wheels of Fullerton, Inc. provides meals to Fullerton residents who are homebound and physically unable to shop for groceries or prepare their own meals enabling them to maintain their independence while remaining in their own homes.
 

Background Statement

 In 1973, Fullerton Community Hospital approached the Director of the Volunteer Center of Orange County North and offered to help develop a Meals on Wheels program.  National Charity League, Fullerton Chapter, The Ebell Club and the Red Cross were interested.  The Volunteer Center coordinated these groups and on February 25, 1974, the first meal was delivered.  There were ten clients.  In 2018, Meals on Wheels will celebrate 44 years of service to the Fullerton community.  Fullerton residents have realized the value of our program to the community and supported us both financially and through their generous volunteer service as drivers and members of our Board of Directors.  Meals on Wheels has been allied with National Charity League, Fullerton Chapter. Since that time,  NCL members deliver a minimum of 9 times per year.  They also provide useful birthday gifts for our clients.  Member daughters in grades 7 through 12 provide holiday favors throughout the year for our clients and accompany their mothers on deliveries during the summer and school vacations. Fullerton National Charity League provides our program with annual financial support as well.  Assistance League of Fullerton provides in-kind office space and utilities  with office space in their Philanthropy Building.

Impact Statement

In the past three to five years Meals on Wheels of Fullerton has been able to maintain their level of service to homebound clients during the economic downturn.  We conduct our annual letter-writing campaign in November and Fullerton residents have generously responded to support our program over the past five years.    Our most outstanding accomplishment in the current fiscal year will be a celebration of our 44 years of service to the Fullerton community on February 24, 2018. The longevity of our meal program is due to the selfless volunteers who give their time to serve on our Board of Directors and as drivers delivering meals to approximately 91 clients Monday through Friday.

Needs Statement

1. Funding for full or partial meal subsidies. $10 per day will provide a senior two meals Monday through Friday.
2. Volunteers to serve on our Board of Directors.  The Board meets monthly September through June.
3. Volunteers to serve as drivers to deliver meals once a month or as substitutes on short notice.
4. Funding to cover costs of program expenses. Program expenses include salaries of the Case Manager, Scheduler, and required Board of Director's insurance.
5. Funding to cover costs of replenishing equipment.  Equipment includes computers, printers, copy machines, hot boxes, hot packs, ice chests and blue ice.

CEO Statement

Meals on Wheels of Fullerton is governed by a volunteer board which performs the duties of an Executive Director to keep our program expenses down.  Our 200+ volunteers deliver 2 meals per day, mid-day, Monday through Friday to approximately 91 individuals on 7 routes. By utilizing volunteers instead of paid drivers, our program is able to keep the cost of the meals reasonable. We have two different food sources, St. Jude Medical Center, and Community SeniorServ,  which allow us to provide specialized diets like dialysis, cardiac and diabetic, something many other meal delivery programs cannot do. There are no age limits. Our volunteers also deliver a smile and a friendly hello along with the meals which helps break through the isolation of being homebound.
Our donations come from a variety of sources including a Community Development Block Grant, family foundations, local community service organizations, our letter-writing campaign, and individual donations throughout the year.

Our challenges are always to find new sources of revenue and recruit new volunteers. Our volunteer board of directors looks for information on grants and awards we can apply for. We have linkages with community service organizations which provide a renewable source of volunteers and we advertise for volunteers in local publications.

One of our long-time volunteers, Ralph, was a U.S. Navy veteran. He walked into our office to volunteer and became one of our most willing volunteers. He would deliver several times a week if we needed him. As the years went by, his health declined and we were able to return his generosity by delivering meals to him when he became homebound. The circle was complete.

Board Chair Statement

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Other Ways to Donate/Volunteer

There are several ways to donate to MOW.  These include mailing a check, employer match, stock gifts, in-kind donations such as office space, printing, postage, or equipment.  Volunteers are needed to serve on our Board of Directors or to deliver meals to the homebound.  Two volunteers on seven routes Monday through Friday deliver meals to the homebound.  National Charity League provides a renewable source of volunteeers while many seniors, retired individuals and even couples volunteer to deliver on a weekly or  monthly basis. 

Geographic Area Served

North Orange County
Meals on Wheels of Fullerton serves the homebound within the 22.3 square miles of Fullerton with an approximate population of 138,981.

Organization Categories

  1. Human Services - Human Services
  2. -
  3. -

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Programs


Meals on Wheels of Fullerton, Inc.

Meals on Wheels of Fullerton, Inc. provides meals to the homebound in Fullerton through two food sources: St. Jude Medical Center (2 routes), ) and Community SeniorServ, formerly the Feedback Foundation (4) routes (plus an additional cold meal for both St. Jude routes).  By providing meals, it is our goal to allow individuals to remain independent in their own homes.
Budget  $178,600.00
Category  Food, Agriculture & Nutrition, General/Other Meal Distribution
Population Served Aging, Elderly, Senior Citizens Elderly and/or Disabled General/Unspecified
Program Short-Term Success  Our Case Manager begins the process with an initial assessment to determine financial need, family contacts, level of independence, and any diet restrictions.  There are a number of variables which determine where we place a client including residence location, route openings, and need for specialized diets which we cannot determine until we provide a client assessment.  Following the initial assessment and once a client is assigned a place on a route, they are evaluated by the Case Manager after three months, and followed by further evaluations every six months.  MOW also has the ability to provide a specialized diet which includes diabetic, cardiac, renal, soft and low sodium.  Many clients are on our program for a short term following a surgery during their recovery.  Many are on our program for a longer length and are able to continue to stay in their own homes.  
Program Long-Term Success  Since 1974, Meals on Wheels of Fullerton has served more than 1,545,038 meals to homebound Fullerton residents who can no longer shop or prepare their own meals.
Program Success Monitored By  Meals on Wheels of Fullerton conducts an annual client survey as well as an annual volunteer survey which addresses the quality of food, temperature and variety.  Volunteers address the process of locating clients on the route, the procedure for picking route lists and hot and cold meals.
Examples of Program Success  --

Management


CEO/Executive Director Mrs. Sandra White
CEO Term Start July 2013
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
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Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

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Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 1
Number of Volunteers 290
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 2
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 2
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? No
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures Yes
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency Yes --

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Mrs. Sandra White
Board Chair Company Affiliation Community Volunteer
Board Chair Term July 2015 - June 2016
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term July 2015 - June 2016

Board Members

Name Company Affiliations Status
Ms. Julie Alba Community Volunteer Voting
Mrs. Barbara Bingham Retired --
Mrs. Claudia Canfield Community Volunteer Voting
Ms. CJ Eastman Community Volunteer --
Mr. Paul Friedman Retired Voting
Mrs. Marilyn Galvin Community Volunteer Voting
Mr. Russell Holden Retired Voting
Mrs. Jeanne Kiloh Community Volunteer Voting
Ms. Susan Lathers Community Volunteer --
Mrs. Carol Ann McVicar Community Volunteer Voting
Mrs. Susan Musselman Community Volunteer Voting
Mrs. Carol Pankow Community Volunteer Voting
Mrs. Joan Purrington Community Volunteer Voting
Mrs. Ginny Sanatar Community Volunteer Voting
Mrs. Kathy Schneider Community Volunteer Voting
Mrs. Sandra White Community Volunteer Voting
Mrs. Eileen Young Community Volunteer Voting

Constituent Board Members

Name Company Affiliations Status
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Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 14
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 12
Male: 2
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions 0%
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2019 to June 30, 2020
Projected Revenue $148,498.00
Projected Expenses $148,498.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2018 Financial Statements & Auditor's Report

2015 Financial Statements & Auditor's Report

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $168,277 $157,752 $152,567
Total Expenses $150,227 $169,778 $166,242

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$92,395 $80,248 $89,192
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $53,448 $57,546 $46,778
Investment Income, Net of Losses $73 $76 $88
Membership Dues -- -- --
Special Events $22,361 $19,882 $16,509
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $150,227 $161,403 $166,242
Administration Expense -- $8,375 --
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.12 0.93 0.92
Program Expense/Total Expenses 100% 95% 100%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $189,363 $171,030 $182,495
Current Assets $188,898 $157,577 $168,369
Long-Term Liabilities $18,390 $18,107 $9,766
Current Liabilities -- -- --
Total Net Assets $170,973 $152,923 $172,729

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 10% 11% 5%
Endowment Value $0.00
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount $0.00
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.